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Eastern Bank’s Phillips 66 PSX Stock Holding History

Eastern Bank’s Portfolio PSX Stock Details PSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$390K Buy
1,526
+170
+13% +$38.8K 0.01% 309
2026
Q2 		$229K Sell
1,356
-5
-0.4% -$861 ﹤0.01% 372
2026
Q1 		$248K Sell
1,361
-3
-0.2% -$470 ﹤0.01% 342
2025
Q4 		$176K Sell
1,364
-331
-20% -$44.6K ﹤0.01% 381
2025
Q3 		$231K Sell
1,695
-68
-4% -$8.71K ﹤0.01% 338
2025
Q2 		$210K Sell
1,763
-124
-7% -$13.9K ﹤0.01% 350
2025
Q1 		$233K Sell
1,887
-760
-29% -$93.7K ﹤0.01% 337
2024
Q4 		$302K Hold
2,647
– – 0.01% 317
2024
Q3 		$348K Buy
+2,647
New +$357K 0.01% 317
2022
Q1 		– Sell
-5,212
Closed -$378K – 207
2021
Q4 		$378K Sell
5,212
-101,893
-95% -$7.7M 0.02% 171
2021
Q3 		$7.5M Sell
107,105
-4
-0% -$290 0.36% 73
2021
Q2 		$9.19M Buy
107,109
+344
+0.3% +$29K 0.45% 72
2021
Q1 		$8.71M Buy
106,765
+30,516
+40% +$2.39M 0.47% 71
2020
Q4 		$5.33M Sell
76,249
-530
-0.7% -$31.1K 0.3% 71
2020
Q3 		$3.98M Sell
76,779
-18,057
-19% -$1.1M 0.24% 72
2020
Q2 		$6.82M Buy
94,836
+125
+0.1% +$8.85K 0.44% 70
2020
Q1 		$5.08M Sell
94,711
-12,070
-11% -$982K 0.38% 68
2019
Q4 		$11.9M Buy
106,781
+1,153
+1% +$130K 0.69% 62
2019
Q3 		$10.8M Buy
105,628
+1,177
+1% +$118K 0.67% 62
2019
Q2 		$9.77M Buy
104,451
+4,377
+4% +$393K 0.62% 65
2019
Q1 		$9.52M Buy
100,074
+97,705
+4,124% +$9.29M 0.64% 66
2018
Q4 		$204K Hold
2,369
– – 0.02% 186
2018
Q3 		$267K Hold
2,369
– – 0.02% 183
2018
Q2 		$266K Buy
+2,369
New +$266K 0.02% 182
2014
Q1 		– Sell
-2,743
Closed -$212K – 224
2013
Q4 		$212K Buy
+2,743
New +$183K 0.02% 187

Other funds holding PSX

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Eastern Bank's PSX Position: Q3 2026 in Review

Eastern Bank increased its Phillips 66 (PSX) stake by 13% in Q3 2026, buying an estimated $38.8K and bringing the position to 1,526 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #309.

Eastern Bank first reported a position in PSX in Q4 2013 and has held it in 25 quarters since. The position peaked at $11.9M in Q4 2019. 128 funds tracked by Wall St. Rank hold PSX as of Q3 2026.

  • Eastern Bank held 1,526 shares of Phillips 66 worth $390K as of Q3 2026.
  • Eastern Bank bought 170 Phillips 66 shares in Q3 2026, an estimated $38.8K.
  • Phillips 66 made up 0.01% of Eastern Bank's portfolio in Q3 2026, its #309 holding.
  • Eastern Bank first reported a position in Phillips 66 in Q4 2013 and has held it in 25 quarters since.
  • Eastern Bank's Phillips 66 position peaked at $11.9M in Q4 2019.
  • 128 funds tracked by Wall St. Rank held Phillips 66 as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.